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Chartwell Welcomes Michael Grad, Adds New York Presence and Financial Restructuring Group
Chartwell is pleased to announce the appointment of Michael Grad as a Managing Director. With more than 30 years of experience in the investment banking and insurance industries, Michael will open a New York office and expand Chartwell’s Corporate Finance practice through the establishment of a Financial Restructuring group.
Ted Margarit Announced as Winner of The M&A Advisor's 8th Annual Emerging Leaders Award
The M&A Advisor recently announced Ted Margarit as a winner of the 8th Annual Emerging Leaders Award. Ted was chosen for his accomplishments and professional expertise from a pool of nominees by an independent judging panel of distinguished business leaders. The Emerging Leaders Awards celebrate industry leaders in mergers and acquisitions, financing, and restructuring who have reached a significant level of success in the industry before the age of 40.
Chartwell Advises Entertainment Partners on the Acquisition of Entertainment Partners Canada and Canada Film Capital
Chartwell is pleased to announce that Entertainment Partners (EP), the leading end-to-end provider of payroll and production management services to the entertainment industry, has acquired affiliates Entertainment Partners Canada (EP Canada) and Canada Film Capital (CFC), the leading providers of entertainment payroll and tax incentive services in Canada. EP Canada and CFC are long-standing partners of EP, and have offered many of EP’s technology solutions to the Canadian market for decades. Canada’s rapidly-expanding film production industry is renowned worldwide, and the acquisition unites the North American market in the entertainment production management and payroll space.
Chartwell Charity Month 2017
In the month of June, Chartwell’s offices volunteered and raised funds for local charitable organizations during our first annual charity month. Chartwell's corporate charity program aims to deliver on our company-wide mission to make the world a little better place to live. As a relationship-based firm focused on the long-term success of our clients, we recognize the importance of giving back to the communities that we and our clients serve. This value is an essential part of the fabric of our firm and is exemplified through our employees’ participation in supporting the communities where our offices are located.
“Trump Effect” Pushed Capital Markets Higher, but Will It Last…
Since our last commentary, the market has experienced robust performance due in part to what many have titled the “Trump Effect” or “Trump Trade.” Post-election, equity markets soared to all-time highs, with the S&P and Dow indices each up 20% since Election Day. Investors experienced exuberance following the election as President Trump promised heavy tax cuts, deregulation, a protectionist trade policy, and fiscal stimulus. The market viewed this as a major policy shift from monetary easing to fiscal expansion, reminding many of Ronald Reagan’s presidency. Further, lenders expect reduced regulatory pressure (perhaps a reversal of highly leveraged transaction lending requirements) will free up capital for more aggressive lending. As investors have used the presidential transition to position themselves for a higher growth, higher interest rate environment, fixed income yields soared and allowed the Federal Open Market Committee (“FOMC”) to initiate rate hikes of 25 bps in December 2016, March 2017, and most recently, June 2017.
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